Jack Bowman

Jack Bowman, an investment professional at Bowman Capital Management, shares insights on consumer behavior and retail strategies. He discusses the record number of shoppers expected this Thanksgiving weekend and how low-price leaders like Costco and Walmart dominate the market. Jack highlights challenges faced by non-value retailers and warns direct-to-consumer brands about price competition on Amazon. With luxury spending remaining strong, he stresses the importance of effective inventory management for retailers facing potential earnings corrections.